Account Flags Overview

Overview

In CareRight, account flags can be defined by the system administrator and then applied to patient accounts.  This can be used in reporting to identify customer-specific flags or types of accounts.

Please refer to Add Account Flags in the User Guide for instructions on how to add account flags to patient accounts.

The rules for creating an account flag are:

• The name may contain alphanumeric and spaces only (eg “Overseas Patient”, “Grant Scheme”)

• The name must be unique

Valid name examples are “Overseas”, “Grant Scheme”, “Trial Scheme”. A flag may be deleted or renamed only if it has never been applied to a patient account. Two steps of configurations are required for account flags in CareRight.

1. Enable Account Flags on Person Fields Setup

1. From Dashboard, click Administration
2. Click Patients
3. Then, select the Person Fields
4. Scroll down to accounting account_flag_id and click Enable
5. Confirm you are sure and click Ok

2. Create/Edit/Disable an Account Flag

1. From Administration, select Accounting in the Main Menu.
2. Select Account Flags.
3. For creating a new account flag, 
   1. Click the New button at the top.
   2. Add flag Name 
   3. Check the Enabled check box (checked by default)
   4. Click Create Account Flag
4. For editing an existing account flag, 
   1. Click Edit 
   2. Rename the account flag if needed.
   3. In the Enabled field, select or de-select the checkbox as needed.
   4. Click Save